![Joe Simon](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joe Simon
Director of Finance/CFO at
Moelis & Co. LLC
Net worth: 3 M $ as of 31/05/2026
Profile
Joe W.
Simon is currently Director at The New York City Investment Fund Manager, Inc. and Chief Financial Officer at Moelis & Co. LLC since 2010.
Former roles include Non-Executive Director at MA Financial Group Ltd. from 2016 to 2020; Vice President-Fixed Income Product Control & Principal at Morgan Stanley from 1986 to 1993; Chief Financial Officer, Controller & Head of Operations at Cantor Fitzgerald & Co. from 1993 to 1999; Principal at PricewaterhouseCoopers LLP from 1983 to 1986; Chief Financial Officer at Intralinks, Inc.; Chief Financial Officer at Ten TV, Inc. from 2000 to 2002; Chief Financial Officer at Assured Guaranty Ltd. from 2002 to 2010; and Chief Financial Officer at Moelis & Co. from 2010 to 2025.
Education includes an undergraduate degree from Cornell University in 1980 and an MBA from the University of Michigan in 1983.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MOELIS & CO. CLASS A 0.03% | 27/04/2026 | 22,832 ( 0.03% ) | 2 M $ | 31/05/2026 |
MOELIS & CO LP UNITS 0.05% | 18/02/2025 | 18,312 ( 0.05% ) | 1 M $ | 31/05/2026 |
Joe Simon active positions
| Companies | Position | Start |
|---|---|---|
The New York City Investment Fund Manager, Inc.
 The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager invests in the companies located in the United States. The firm focuses on fintech, health IT, life sciences and advanced manufacturing sectors. It participates in early and growth stage capital transactions. The firm acquires minority interest. | Director/Board Member | - |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Director of Finance/CFO | 01/07/2010 |
Former positions of Joe Simon
| Companies | Position | End |
|---|---|---|
| MOELIS & COMPANY | Director of Finance/CFO | 31/03/2025 |
| MA FINANCIAL GROUP LIMITED | Director/Board Member | 18/08/2020 |
| ASSURED GUARANTY LTD. | Director of Finance/CFO | 01/03/2010 |
Intralinks, Inc.
 Intralinks, Inc. Information Technology ServicesTechnology Services Operates as a cloud-based financial technology that provides global banking, deal making and capital market services | Director of Finance/CFO | 01/01/2002 |
Ten TV, Inc.
 Ten TV, Inc. Internet Software/ServicesTechnology Services Provides video-based online communications services for businesses | Director of Finance/CFO | 01/01/2002 |
Training of Joe Simon
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
92
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Intralinks, Inc.
Intralinks, Inc. Information Technology ServicesTechnology Services Operates as a cloud-based financial technology that provides global banking, deal making and capital market services | Technology Services |
Cantor Fitzgerald & Co.
 Cantor Fitzgerald & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services | Commercial Services |
Moelis & Co. LLC
Moelis & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ten TV, Inc.
Ten TV, Inc. Internet Software/ServicesTechnology Services Provides video-based online communications services for businesses | Technology Services |
Assured Guaranty Ltd.
 Assured Guaranty Ltd. Specialty InsuranceFinance Operates as a insurance holding company, which provides financial guaranty insurance services | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Michigan
 University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York City Investment Fund Manager, Inc.
The New York City Investment Fund Manager, Inc. Investment ManagersFinance The New York City Investment Fund Manager invests in the companies located in the United States. The firm focuses on fintech, health IT, life sciences and advanced manufacturing sectors. It participates in early and growth stage capital transactions. The firm acquires minority interest. | Finance |
Moelis & Co.
 Moelis & Co. Investment Banks/BrokersFinance Provides financial advisory, capital raising and asset management services | Finance |
MA Financial Group Ltd.
 MA Financial Group Ltd. Investment ManagersFinance Provides financial advisory, capital raising and asset management services | Finance |
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